Steady Growth... Rooted in Safety
Tax-efficient, guaranteed-income plan designed to weather any storm so you can enjoy the life you’ve worked for.
About Us
Longleaf Retirement is an independent firm helping individuals and couples grow their wealth and turn their retirement savings into predictable, tax-advantaged income for life. With deep roots in North Carolina, we believe your financial future should be built like the longleaf pine—steady, strong, and built to last.
What we do
Tax-free Retirement Planning
In addition to accumulation strategies, we specialize in helping clients take advantage of historically low tax rates by using little known strategies to reduce future tax burdens.
Guaranteed Income Solutions
Build a retirement income stream that won’t run out—no matter what the market does—with our annuity and life insurance strategies.
Long-Term Care and Legacy Planning
Long-Term Care and Legacy Planning
Our unique strategy creates a separate income stream specifically for long-term care needs. The income is payable whether you need it for LTC expenses or not. Planning ahead for care is not just a financial decision—it’s a gift to those you love.